Unknown Company

Elite Private Banking Relationship Manager

irvine, ca • Posted Today
Onsite Full Time Sales

Columbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive financial advice. You will partner with product specialists, coordinate planning across investments, trust and wealth transfer, credit and deposits, and maintain strong client communication and ongoing reviews.

The role requires 10+ years in financial services, MLO license, CFP/CIMA/CPWA or similar, and ability to

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Elite Private Banking Relationship Manager in irvine at Unknown Company

This position is listed as full time and onsite.

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